OUR SERVICES
We work closely with your recordkeeper, financial representative, and CPA to ensure your plan meets your financial goals and all legal requirements.
THE HUMAN SIDE OF ADMINISTRATION
Phones are answered by staff — no robot voice or menu to navigate. Managing a retirement plan requires a dedicated team and personalized service.
In the world of "big-box" providers, service is often automated and plan design is cookie-cutter. We do things differently — we don't just process your plan, we own the details so you can own your growth.
01
Strategic Plan Design
02
Bulletproof Compliance
03
Seamless Participant Support
PLAN TYPES
Safe Harbor 401(k)
Eliminates annual nondiscrimination testing in exchange for mandatory employer contributions.
Cash Balance
A hybrid defined benefit plan allowing significantly higher tax-deductible contributions, up to $200k+.
New Comparability
Allows for different profit-sharing percentages based on job titles or seniority levels.
403(b) Administration
Specialized compliance testing for ERISA and non-ERISA tax-exempt organizations.
SEAMLESS PARTICIPANT SUPPORT
We handle the administrative friction so your HR team doesn't have to — fast, compliant, and personalized to how your business operates.
Loan & Distribution Processing
Fast, compliant, and personalized — paper forms or online, we know some employees need extra support.
QDRO Review
Expert handling of complex legal divisions of assets. Have your employee or their attorney work directly with us.
Vesting Tracking
Accurate record-keeping for every employee, every plan year.
LET'S TALK ABOUT YOUR PLAN
Starting a new plan, or rescuing one that isn't working?
Whatever stage you're at, our team is ready to walk you through the options and find the right fit.
